Bridgewater Co-CIO Greg Jensen joins Bloomberg's "Odd Lots" podcast hosts Joe Weisenthal and Tracy Alloway to discuss how we arrived in the current inflationary environment, the impact of rising rates on the economy, and how today's conditions put the Fed in the difficult position of choosing between inflation and growth. They also talk about why investors need to think differently when building a portfolio in the current environment, what the next downturn could look like for assets, the impact of geopolitics on markets and economies, and the importance of geographic diversification.

Recorded: May 20, 2022